Coronado Investments, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
111992
Registered since
September 12, 2001

Firm profile

FINTRX

Overview

Coronado Investments, LLC is a limited liability company that has been registered with the SEC since 2001. Public filings classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser in the available records. Filings do not disclose the firm's advisory activities, fee schedule, client types, or specific business lines, so how Coronado positions its services and what client segments it targets are not described in the public snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Arne Rovell

    Principal And Chief Compliance OfficerCRD 4741660

Contacts

1 of 1
  • Mitchell Little

    Mitchell Little

    Managing MemberCRD 1701341

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, in the West of the United States.

Region
West
County
San Diego
Address
17630 El Vuelo
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth